Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Meta’s plans to buy AI chips and computers from AMD worth billions of dollars. Plus, AI whiplash in markets erupts again as investors navigate the disruptive power of agentic tools being unveiled by Anthropic. And the board of Warner Bros. Discovery is considering a new offer from Paramount.

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Episoder(998)

Arm, Qualcomm Feud Escalates

Arm, Qualcomm Feud Escalates

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Bloomberg's Ed Ludlow discusses Arm's cancellation of a license that allow...

23 Okt 202441min

SEC's Gary Gensler and an AI Future

SEC's Gary Gensler and an AI Future

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Bloomberg's Ed Ludlow and Caroline Hyde sit down for a conversation with S...

22 Okt 202445min

Block's Bullish Nature, Disney's Succession Plans

Block's Bullish Nature, Disney's Succession Plans

Bloomberg's Ed Ludlow and Caroline Hyde discuss Muddy Waters founder Carson Block's bullish stance on US equities. Plus, Disney gives an update on their C-Suite plans as James Gorman is set to join as...

21 Okt 202441min

Netflix Beats Every Wall St. Metric, iPhone Demand Surges in China

Netflix Beats Every Wall St. Metric, iPhone Demand Surges in China

Bloomberg's Ed Ludlow and Caroline Hyde discuss Netflix as the company reported subscribers that beat analyst estimates. Plus, new data out from Counterpoint Research shows a jump in iPhone demand in ...

18 Okt 202440min

TSMC Lifts Chips, Amazon's Green Goals

TSMC Lifts Chips, Amazon's Green Goals

Bloomberg's Ed Ludlow and Caroline Hyde discuss TSMC's blowout results and forecasts as it helps provide a boost in investor AI sentiment. Plus, Amazon's nuclear new deal, we speak with AWS CEO Matt G...

17 Okt 202441min

ASML Outlook Weighs On Global Tech

ASML Outlook Weighs On Global Tech

Bloomberg's Ed Ludlow and Caroline Hyde discuss the latest tech rout as ASML's weak outlook causes concern for investors. Plus, Former President Donald Trump on the importance of keeping Google intact...

16 Okt 202442min

US Discusses Curbing AI Chips

US Discusses Curbing AI Chips

Bloomberg's Ed Ludlow looks at the landscape for semiconductors as the US says its may curb AI chip exports from the likes of Nvidia and AMD over national security concerns. Plus, Nvidia's production ...

15 Okt 202422min

Nvidia Roars Back and Adobe Unveils AI Video Generator Tools

Nvidia Roars Back and Adobe Unveils AI Video Generator Tools

Bloomberg's Caroline Hyde and Ed Ludlow break down Nvidia's shares on track for a record close, bouncing back after the company successfully calmed concerns about product delays and its long-term grow...

14 Okt 202441min

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